Compare · 2 funds side by side · dividends reinvested

TOT and JEPI

TOTLionShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

TOT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.4

LionShares U.S. Equity Total Return ETFUS Stock Styles · Large cap0.25%0.00%+12.7%+14.4%[…][…]−9.0%13.1%$10M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: TOT 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

LionShares U.S. Equity Total Return ETF · $10M[…]

TOT

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TOTMeasureJEPI

+12.7%Year to dateJan 1 → Nov 4+8.8%

+14.4%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $783 a year on $10k7.83%

−9.0%Worst dropSmaller is better−6.7%

13.1%VolatilityLower is calmer8.1%

TOTJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TOT vs JEPI: Top 5 Holdings

Today

TOT

99.9%in top 5

JEPI

in top 59.5%

TOTStockJEPI

99.9%ITOTnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

TOT vs JEPI Returns, Every Period

LionSharesTOT

+14.4%

past year

JEPIJ.P. Morgan

+11.9%

past year

TOTJEPIFaded: behind in that period

2–0TOT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TOT vs JEPI

YTD

LionSharesTOT

+12.7%

JEPIJ.P. Morgan

+8.8%

+12.7%Year to date+8.8%

−9.0%Worst drop · 1Y−6.7%

13.1%Volatility · 1Y8.1%

0.0%Yield7.8%

$10.2MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOT, JEPI

Today

0.25%lowest, TOT

FundExpense ratioFee$10k

TOT0.25%$25

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TOT, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

TOT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

TOT$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TOT, JEPI

Today

0.0%most shared, TOT and JEPI

TOTJEPI

TOT—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.4%TOT, at 13.1% volatility

JEPIWorst drop−6.7%8.1% vol

TOTWorst drop−9.0%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPITOT

+8.8%Year to date+12.7%

7.8%Yield0.0%

+11.9%Past year+14.4%

0.35%Fee0.25%

3–1TOT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026